About us

At CFS Wealth Planning, we are committed to building long-term relationships with our clients and helping them achieve their financial goals. We understand that every client has unique financial needs and objectives. That's why we take the time to listen to our clients and create customised, holistic financial plans that are tailored to their specific situation.

We have a well-established and long-standing team who assist us in helping our clients achieve their objectives, providing familiarity and demonstrating expertise.

Our goal is to help our clients achieve financial success and peace of mind. Whether you are planning for retirement, saving for your children's education, or growing your wealth, we are here to help you every step of the way.